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Technology Stocks : Wolf speed
WOLF 26.32+0.6%Oct 31 9:30 AM EST
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To: Ron who wrote (10557)9/9/2022 11:01:55 AM
From: slacker711   of 10712
 
Mea culpa, I completely misinterpreted the rumors.

This is for the materials expansion. There is a quote from Palmour that this will ultimately allow for a 13x expansion in materials capacity.

These numbers seem insanely big to me but I need to think it through. My baseline assumption has been that they would lose significant materials share over time (certainly by 2030). How big would their device business need to get to support this expansion?

Lowe does not think small.
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